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IJH vs IUSV

iShares Core S&P Mid-Cap ETF vs iShares Core S&P U.S. Value ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IJH is significantly larger than IUSV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IJHIUSV
Annual cost (TER)0.05%0.04%
Fund size (AUM)$115.7B$25.6B
Since20002000
Dividend yield1.22%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+24.5%
CAGR 3Y+16.5%+16.4%
CAGR 5Y+8.4%+11.1%
Sharpe 3Y0.740.98
Volatility 1Y15.73%10.12%
Max drawdown-42.18%-37.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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